November 2017
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  • More over 50s planning to seek financial advice on retirement options

    12 November 2017

    The number of over 50s planning to seek financial advice about their retirement options is on the rise, new research from Retirement Advantage has revealed. The data, featured in the Retirement Sentiment Index report “Expanding Horizons”, showed that 42% of those over the age of 50 plan to speak to a financial adviser about...

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  • Big brands under threat from social media risk

    9 November 2017

    If you’re paying more than double the going rate for branded batteries, what else are you overpaying for? Rathbones head of multi-asset investments David Coombs asks: How long will those brands last before people realise and ditch them in droves? I was in the middle of brushing my teeth the other night when the...

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  • Canada Life launches 5 passive life and pension funds

    9 November 2017

    Canada Life has launched five new low-cost life and pension funds as part of its first “large-scale push” into the passive funds sector. The Canlife Passive Portfolio funds of funds have low Ongoing Charges Figures of between 0.20% and 0.24%. Alongside these, Canada Life is also launching 11 new links to single strategy passive...

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  • What are your clients spending their income on?

    8 November 2017

    The average person will spend a hefty £686,000 on household bills over the course of their life, according to a new study by Compare the Market. The poll of 2,000 bill payers found the average household will pay out £11,379 a year on energy and water bills, mortgages or rent and insurance and loans,...

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  • Working retirees cautioned re pension contributions

    8 November 2017

    As five million over 50s say they plan to continue working after retirement, this could see them fall foul of tax laws, new research by Retirement Advantage highlights. Research carried out on over 50s retirement plans showed that 49% want to continue working in some capacity after reaching retirement, with 43% planning to work part-time,...

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  • Platform looks to ‘disrupt’ market with low cost route for adviser firms to mass affluent

    7 November 2017

    Embark Group has launched a new lost-cost open architecture platform, designed to help close the advice gap. Embark said the platform would “materially disrupt the current platform market”, delivering a cost-effective service to mass affluent consumers with between £25,000 and £150,000 to invest. Users of the platform will have access to over 4,000 mutual...

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  • Parmenion platform gives access to Russell Investments 10 model portfolios

    7 November 2017

    Parmenion has joined forced with Russell Investments to allow advisers to invest in a suite of Russell Investments model portfolios through the Parmenion platform. This offers adviser firms access to 10 discretionary managed and risk rated funds, ranging from secure through to aggressive plus. Each of the risk grades is built from a mix...

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  • Passing away of Mike Morrison

    7 November 2017

    We are sad to report the passing away of Mike Morrison, head of Technical at AJ Bell. Mike was a regular commentator and columnist for Professional Paraplanner.  Mike was well known, liked and respected within the industry that he worked in for almost 30 years through roles at Winterthur Life, AXA Wealth before joining AJ...

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